Cheryl Ann Munoz

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1998 → 11/2023
  Fsc Securities Corporation
  Woodland Hills, CA
• 01/2013 → Present
  Zephyr Investment Management
  Westlake Village, CA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Westlake Village, CA

Previous Registrations

• 2016-05-09 → 2023-11-03
  Fsc Securities Corporation
  Westlake Village, CA
  Westlake Village, CA
• 2006-02-16 → 2013-04-13
  Zephyr Investment Management
  Westlake Village, CA

Other Businesses

1) CHERYL MUNOZ, YES, 3625 E. THOUSAND OAKS BLVD., #145 WESTLAKE VILLAGE, CA 91362, OWNER SINCE 01/01/2013, INSURANCE SALES AND/OR REFERRALS TO UNAFFILIATED INSURANCE PROFESSIONALS AND RECEIVE COMPENSATION FOR THE SALE/REFERRAL. 2) ZEPHYR INVESTMENT MANAGEMENT: 3625 E. THOUSAND OAKS BLVD., SUITE 145, WESTLAKE VILLAGE, CA 91362 STATE DATE: 6/1/1996 : THIS IS MY FULL TIME AND ONLY EMPLOYMENT: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT 3) FRONTLINE CONSTRUCTION POSITION: Other - Operations Manager NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 3625 E Thousand Oaks Blvd. #137, Westlake Village CA 91362, United States DESCRIPTION: I assist my husband with paperwork and record-keeping needs for his business. 4) CHERYL MUNOZ POSITION: Registered Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/13/2015; ADDRESS: 3625 E Thousand Oaks Blvd., 145, Westlake Village CA 91362; DESCRIPTION: Fixed Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-17
• S63 Uniform Securities Agent State Law Examination
  1999-06-17

Designations

• Chartered Financial Analyst

Other Names

• Cher Munoz